新加坡:Top 5 大宗商品ETF

在2024年,投资者在面对通胀、地缘政治风险和自然灾害等市场不确定性时,开始将资金投入各种大宗商品,以寻求避险。在这种情况下,黄金、白银、铜、铀以及农产品等大宗商品的表现都表现出色。

今年4月份,黄金、白银、铜、可可等大宗商品价格纷纷创下历史新高。

投资者寻求多元化的投资方式,可以通过直接投资于实物商品的ETF或者通过投资生产商品的公司股票来获得大宗商品的投资。咱们挑选了五只在过去三个月中表现出色的商品ETF,包括黄金、白银、铀、铜和农产品等。

这些ETF都具有强力买入或买入的评级,且年初至今的平均上涨幅度达到了17%。投资者可以选择直接投资于实物支持的商品ETF,也可以选择投资于行业股票ETF,这两种策略都有其独特的特点和风险。

其中,iShares Gold Trust Micro ETF (IAUM)、Sprott铀矿ETF (URNM)、Global X铜矿ETF (COPX)、abrdn实物白银股ETF (SIVR)和景顺DB农业基金ETF (DBA)等五只ETF被列为优选。这些ETF在动量、费用、股息、风险和流动性等方面表现优异,为投资者提供了多种选择,以应对当前市场的不确定性。

 

①iShares Gold Trust Micro ETF (IAUM)

这个真的是今年的一匹黑马。这只黄金 ETF 在今年的表现可是相当抢眼。在过去的三十天里涨了整整4%。

IAUM 里面有多达 484,044 盎司的黄金,基于 LBMA 基准的实物黄金价格哦,保真程度杠杠的。

更厉害的是,IAUM 的费用可比其他 ETF 便宜多了,整整便宜了80%。而且它的流动性也相当不错,管理着12亿美元的资产呢。这可不是小数字。想想一天的交易量都能达到1700万美元,远远高于 ETF 的平均水平呢。

不过也得看看它的风险等级,评级可是稍微有点低呢。第一年的跟踪误差比较高,可能有些投资者会有所顾虑。但是不用担心,总回报率可是在12%的水平,比市场价格回报率和基准回报率都高哦!

总之,IAUM 绝对是一个值得关注的黄金 ETF,让你在投资黄金方面有了更多的选择。

 

②Sprott铀矿ETF (URNM)

最近可是大红大紫啊!它可是在所有量化行业股票 ETF 中排名第三,而在自然资源子类中更是排名第二哦!

URNM 可是提供了一个非常棒的方式来间接投资铀价格的机会。你知道吗?去年它的增长率高达70%!而且,铀的需求还在不断增长,预计在接下来的几年里将增长28%,想想都觉得它未来的发展潜力有多大啊!

这只ETF里面有42家成分股,但是前10名的持股就占了整个基金价值的77%!前三名更是占了整个基金价值的43%。里面包括了一些大牌公司,比如Cameco Corporation、National Atomic Co Kazatomprom、中国的CGN Mining Co Ltd、Paladin Energy Ltd 和 Denison Mines。而且,URNM 还通过 Sprott 物理铀信托单位将约13%的资金分配给了商品本身。

不过,也得注意一下风险评级哦,URNM 可是评级为“F”哦,因为前十大持仓资产所占比例太高,有些投资者可能会有所顾虑。但是总回报率可是很不错的,资产净值回报率达到了63.46%!

总之,这只URNM 绝对是一个备受瞩目的ETF,投资者可要好好关注一下哦!

 

③Global X铜矿ETF (COPX)

现在可是备受瞩目的热门选择!它不仅在资产类别的量化评级中排名第二,而且还在自然资源子类中排名第一呢!

COPX 可是一个强力买入行业股票 ETF,成立于2010年,里面投资了40多家纯铜生产商和其他多元化矿业公司。今年迄今为止,它的表现可是相当出色,上涨了整整28%!铜价更是飙升了17%,达到了4.67美元/磅,创下了两年来的新高!

而且,未来可是充满了铜的需求,根据美国能源部的关键矿产评估报告,到2035年,全球铜需求可能会上升至约3500万吨/年!这主要是由于建造电动汽车、风力涡轮机和电力的需求不断增加,而这些都需要大量的铜。

当然,投资有风险,COPX 的风险评级也是“D-”,因为标准差较高,跟踪误差范围在25%至27%。不过,总体来说,它的表现还是相当不错的,资产净值回报率为11.12%!

总之,如果你对铜市感兴趣,那么COPX 绝对是一个不容错过的选择!

 

④brdn 实物白银股 ETF (SIVR)

它可是一个强力买入的白银 ETF,旨在根据 LBMA 基准追踪白银价格,持有着庞大的 4,463 万盎司银条!

SIVR 的表现可谓相当不俗,今年迄今上涨了整整14%,过去30天更是飙升了8%!而且,它的费用率还非常低,只有0.30%,比其他白银 ETF 低了近37%!

流动性也相当稳健,管理着12.4亿美元的资产,日均交易量高达2600万美元。虽然风险评级为“D-”,但总体来说,SIVR 的表现还是相当不错的,NAV 1Y 回报率为+2.43%!

总的来说,如果你对白银市场感兴趣,那么SIVR 绝对是一个不容错过的选择!

 

⑤景顺DB农业基金ETF(DBA)

这个ETF在量化评级商品ETF资产类别中排名第四,而且在动量、股息和流动性方面表现都相当出色,获得了“A”的评级。

DBA主要投资于农产品,利用交易所交易的期货合约等衍生品来实现投资目标。前五名持有量包括可可、活牛、咖啡、大豆和玉米,其中可可今年迄今增长了惊人的130%!

DBA的动量等级为“A+”,在过去30天的表现非常抢眼,上涨了6%,1年总回报率更是高达30%,比中位数高出128%!

此外,DBA还拥有稳健的长期势头记录,3年总回报率增长47%,5年总回报率增长72%。股息等级也为“A+”,股息收益率TTM为3.69%,1年增长率达到了896%!

虽然风险评级为“C”,但总体来说,DBA在农产品ETF市场上表现卓越,是一个备受关注的ETF!

 

截至2024年至今,多种大宗商品的表现都超越了市场预期。这是因为美联储发出了通胀将持续的信号,而全球各地的供应限制推动了工业金属和农产品价格的上涨。因此大宗商品ETF作为资产配置中的一部分,是必不可少的。

 

#新加坡投资 #海外配置 #新加坡 #理财 #美股 #美联储加息

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